The fund's manager actively trades investments for the portfolio, prioritizing tax efficiency. This involves both deferring and minimizing the recognition of overall capital gains, often by using capital losses to counteract existing or anticipated profits. A significant objective is also to ensure that any gains realized are classified as long-term, thus qualifying for more favorable tax rates. Additionally, the fund concentrates its investments in equity securities of large corporations based outside the U.S., specifically in developed market countries, with the advisor selecting those deemed to be relatively undervalued.

資產類別

International Equity

發行機構

Dimensional

註冊地

US

成立日期

1999年4月16日

持股數量

557

ISIN

US25434V8072